How big is Navitas Wealth Advisors, LLC's plan?

Navitas Wealth Advisors, LLC's plan reported $3.3M in assets and 24 participants for 2024.

Original filing (PDF)20250602110331NAL0006507139001

Navitas Wealth Advisors, LLC

Name: Navitas Wealth Advisors, LLC — Navitas Wealth, Form 5500 (2024)
Creator: Navitas Wealth Advisors, LLC
License: https://www.usa.gov/government-works

Form 5500-SF

FILING_RECEIVED

Navitas Wealth Advisors 401(k) Plan

401(k) retirement plan · Navitas Wealth Advisors, LLC's Navitas Wealth Advisors 401(k) Plan held $3.3M in plan assets for 24 participants in 2024.

Active participants

Accounts w/ balance

Plan assets (EOY)

$3.3M

Net assets (EOY)

$3.3M

People on this filing

Chris Tipton signed Navitas Wealth Advisors, LLC's 2024 Form 5500 as plan administrator.

Chris Tipton — Plan Administrator — Form 5500 signer

Get verified email & phone for these signers

Signer names are public record from the Form 5500 e-signature.

Plan identifiers

Navitas Wealth Advisors, LLC's EIN is 84-3201990.

EIN 84-3201990

Plan number 001

Plan year 2024

ACK ID 20250602110331NAL0006507139001

Official Form 5500 document

Download the official 2024 Form 5500 (PDF) for Navitas Wealth Advisors, LLC from the U.S. Department of Labor's EFAST2 system.

Download the official 2024 Form 5500 (PDF)

Plan features

Navitas Wealth Advisors, LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, a default investment (QDIA).

Decision-maker contacts

One unlock reveals every key decision-maker — plan signer, CFO, HR & Benefits — with verified email + LinkedIn for NAVITAS WEALTH ADVISORS, LLC.

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Plan health score

Top-tier plan health

Directional indicator from public Form 5500 data — compliance & integrity, total plan cost, participant health and vendor stack, benchmarked against same-size peers. Not a fiduciary tool. Based on 70% of scoring inputs for this filing.

Compliance & integrity

100

Total plan cost

n/a

Plan health

Vendor & structure

100

Helping the score